Deloitte

Managed Services Deal Architect - Record-to-Report (R2R) | Financial Services Industry

Deloitte$122K — $240K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, or a related field
  • 10+ years of experience in accounting, financial reporting, controllership, record-to-report operations, or finance transformation
  • 6+ years in managed services, shared services, outsourced delivery, or finance operations
  • 6+ years of experience within the Financial Services Industry or serving Financial Services clients
  • Experience leading solutioning, transition, mobilization, or delivery for finance managed services

Responsibilities

  • Architect managed services solutions for Controllership / Record-to-Report opportunities
  • Lead business development activities including proposal development and client presentations
  • Manage finance deal flow for the Financial Services sector
  • Support engagement mobilization and ongoing delivery including transition planning and issue resolution
  • Drive continuous improvement and technology enablement across finance operations

Benefits

  • Broad range of employee benefits
  • Support for professional development and career growth
  • Participation in a discretionary annual incentive program
  • Strong emphasis on work-life balance
  • Access to a collaborative work environment
Full Job Description
As a Manager, Solution Delivery in our Finance Operate practice, you will help grow our Controllership / Record-to-Report managed services offering in the Financial Services Industry. You'll shape client solutions, support sales pursuits, partner with senior leaders, and contribute to mobilization and delivery excellence.

This role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership.

Work You'll Do

As a Manager, Solution Delivery, you will:
  • Architect and shape managed services solutions for Controllership / Record-to-Report opportunities within the Financial Services Industry
  • Lead business development activities, sales pursuits, proposal development, client presentations, pre-request for proposal materials, and request for proposal responses for Finance Operate opportunities
  • Manage Finance Operate deal flow for the Financial Services sector, including pipeline visibility, opportunity qualification, pursuit prioritization, solution coordination, and handoff to mobilization and delivery teams
  • Lead or support engagement mobilization and ongoing delivery, including governance setup, transition planning, service management, issue resolution, and operational reporting
  • Drive continuous improvement, standardization, automation, and technology enablement across finance operations engagements
A successful candidate would possess these skills:
  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others
The team

Our Finance Operate offering provides ongoing operation of the finance function as an extension of Deloitte's broader Finance Transformation portfolio. We help organizations improve finance performance through managed services across key domains such as Controllership / Record-to-Report, FP&A, Treasury, and Finance Technology. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.

Qualifications

Required:
  • Bachelor's degree in Finance, Accounting, or a related field
  • 10+ years of experience in accounting, financial reporting, controllership, record-to-report operations, or finance transformation
  • 6+ years of experience in managed services, shared services, outsourced delivery, or finance operations
  • 6+ years of experience working within the Financial Services Industry or serving Financial Services clients
  • Experience supporting or leading solutioning, transition, mobilization, or delivery for finance managed services
  • Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
Preferred:
  • Master's degree in Finance, Accounting, or a related field
  • Active Certified Public Accountant license
  • Experience in audit, controllership, or finance transformation
  • Experience with enterprise resource planning platforms or finance technologies, including SAP, Oracle, Workday, BlackLine, or OneStream
  • Experience supporting process improvement, automation, or service delivery transformation initiatives
  • 12+ years of experience in finance, controllership, managed services, or solution delivery
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $122,000 to $240,500.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Recruiting tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.

Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

About Deloitte

Deloitte is a multinational professional services network that provides audit, tax, consulting, enterprise risk and financial advisory services. The company was founded in London in 1845 and has since grown to become one of the largest professional services firms in the world. Deloitte has over 330,000 employees in more than 150 countries and territories. The company's mission is to help clients achieve their goals and make an impact that matters in their businesses and communities.
Learn more about Deloitte
Size
330,000 employees
Industry
Founded
1999

Similar Jobs

More Jobs at Deloitte

More Finance & Insurance Jobs

  • Partner
    $200K — $500K+*
    Confidential Company
    Los Angeles, CA 90001 (Los Angeles County)
  • Senior Tax Associate
    $80K — $100K *
    Godsey & Gibb Wealth Management
    Richmond, VA 23230 (Henrico County)
  • U.S. Bank
    Data & Analytics Product Lead
    $119K — $140K *
    U.S. Bank
    Chicago, IL 60629 (Cook County)
  • Hancock Whitney Corporation
    Risk Officer
    $90K — $110K *
    Hancock Whitney Corporation
    New Orleans, LA 70119 (Orleans County)
  • Manager, Fraud Risk Management
    $90K — $110K *
    Haventree Bank
    Toronto, ON M3C 0E3

Find similar Managed Services Deal Architect - Record-to-Report (R2R) | Financial Services Industry jobs: